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bubble portfolio - New Portfolio

PUDDING

bubble portfolio
Individual Investor
Ranked #155,969 out of 769,291 TipRanks' Investors
Success Rate
65%
584 out of 895
profitable transactions
Average Return
3.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.39%
6-Month Return▲ 16.70%
12-Month Return▲ 34.53%
YTD Return▲ 22.84%
Total Return▲ 144.96%

Best Trade

Opened at
Closed at-
Gain▲ 98.64%

Bio

As a value investor, I do not just follow hot stocks. I plan to hold up to 10 different stocks or ETFs.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.47%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.90%
▲ 11.46%▲ 5.06%▲ 3.90%
▼ 2.25%▲ 3.53%▲ 2.47%
▲ 25.72%▲ 1.21%▲ 2.82%
▼ 4.22%▲ 2.34%▲ 3.00%
▲ 7.82%▲ 2.10%▲ 3.93%
▲ 5.70%▼ 0.89%▼ 0.77%
▲ 37.60%▲ 4.40%▲ 4.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
7.03%
▲ 3.12%
23
Open
Nov 22, 2024
Taiwan Semiconductor Manufacturing
▲ 0.62%
5
Close
Nov 19, 2024
Alibaba
8.54%
▲ 0.26%
14
Open
Nov 04, 2024
Adobe
▼ 1.07%
11
Close
Nov 04, 2024
Brookfield Corporation
▲ 2.44%
90
Close
Oct 31, 2024
Brookfield Renewable Partners
▲ 3.56%
41
Close
Oct 31, 2024
Ecopetrol SA
8.56%
▼ 1.85%
22
Open
Oct 31, 2024
Brookfield Infrastructure
▲ 2.75%
26
Close
Oct 30, 2024
Intuitive Surgical
▲ 1.76%
15
Close
Oct 30, 2024
Petroleo Brasileiro SA- Petrobras
15.31%
▲ 1.31%
12
Open
Oct 30, 2024
Main Street Capital
▲ 4.69%
47
Close
Oct 29, 2024
Tencent Holdings
10.52%
▼ 3.03%
23
Buy
Oct 29, 2024
Schlumberger
▼ 2.32%
2
Close
Oct 29, 2024
Visa
▲ 1.00%
16
Close
Oct 15, 2024
Energy Transfer
▲ 4.57%
96
Close
Sep 30, 2024
Vanguard Extended Duration Treasury ETF
▲ 0.37%
10
Close
Sep 30, 2024
iShares Core U.S. Aggregate Bond ETF
▼ 0.25%
6
Close
Sep 27, 2024
Enbridge
▲ 9.28%
68
Close
Sep 16, 2024
Apple
9.45%
▲ 2.78%
48
Open
Aug 22, 2024
Qualcomm
▲ 0.51%
19
Close
Aug 19, 2024